Hard or Soft Landing?

Posted on October 12, 2006

Hard or Soft Landing? I began warning readers about a possible business slowdown in our future back in March of this year. Now just about everyone who is paying attention to the news has heard similar projections from other analysts and signs of the slowdown are becoming more obvious. Real estate sales are slumping and the Congressional budget office is planning on an 8% drop

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Who, Me? Biased?

Posted on September 12, 2006

Who, Me? Biased? It’s probably politically incorrect to admit this, but I can be a little prejudiced. We all have our biases, and some of them are healthy and some not. Keeping these predispositions from getting the best of us and blinding us to reality is a common problem we all deal with from time to time. We humans tend to invest when we are predisposed

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Of Concern

Posted on September 12, 2006

Of Concern There is never a shortage of gloom and doomers eager to point out how our country is going down the tubes and how our way of life will never be the same. Not wanting to be lumped in with this crowd, it is with some trepidation that I write this article. Although it may not seem so as you read this, please remember that

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Never Leave the Game in the 8th

Posted on July 14, 2006

Greetings, Welcome to this month’s issue of Financial Market Update. In this issue, I’ll tell why this is one of the greatest times to be invested. I will also talk about the bond market’s conflicting signals, and what that might mean for you. Also, more in our recent series of articles about the real estate market, that has been helpful to so many of you. Never

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IRA beneficiaries. Tax Credits. Long Term Care.

Posted on September 23, 2004

IRA beneficiaries. Tax Credits. Long Term Care. 12/22/2005 I recently met with a new client who I’ll call Charles. He brought in files for nine IRAs that he had accumulated over the past 20 years. He wanted me to review and consolidate them into one, easily manageable account. As I went through the files, I discovered that several accounts had different beneficiaries. Three named an

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